DWM
STK

Doyle Wealth Management’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

Doyle Wealth Management’s Portfolio STK Stock Details STK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-7,053
Closed -$226K – 246
2022
Q1 		$226K Buy
+7,053
New +$230K 0.02% 224

Other funds holding STK

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Doyle Wealth Management's STK Position: Q2 2022 in Review

Doyle Wealth Management sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q2 2022, closing a stake of 7,053 shares — an estimated $226K sold.

Doyle Wealth Management first reported a position in STK in Q1 2022 and held it in 1 quarter. The position peaked at $226K in Q1 2022. 48 funds tracked by Wall St. Rank hold STK as of Q2 2022.

  • Doyle Wealth Management reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q2 2022 after selling out during the quarter.
  • Doyle Wealth Management sold 7,053 Columbia Seligman Premium Technology Growth Fund shares in Q2 2022, an estimated $226K.
  • Doyle Wealth Management first reported a position in Columbia Seligman Premium Technology Growth Fund in Q1 2022 and held it in 1 quarter.
  • Doyle Wealth Management's Columbia Seligman Premium Technology Growth Fund position peaked at $226K in Q1 2022.
  • 48 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q2 2022.

Based on Doyle Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.